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If you have recently upgraded your xTuple version and you find you can no longer print reports from xTuple (but you could before you upgraded), you may need to reinstall your print drivers. Another thing to check is your user profile. Try creating a new user profile and test whether you can print from that new user profile.

No, the contact number is a system assigned number that cannot be changed. However, you would typically search for contacts by name or other properties—so not having access to the contact number shouldn't be a problem. Examples of other search criteria for contacts would include phone numbers, address details, linked accounts and characteristics.

Hint: Use the advanced search feature or click the magnifying glass to refine your contact searches.

My product item is not showing up on the xTupleCommerce website. What could be wrong?

If an item is not showing up on the xTupleCommerce website it is most likely not selected in the ERP database to show up on the website. You can check by going to the product item, selecting the attributes and making sure the checkbox is selected to be published on the web.

Can I create a user on the xTupleCommerce website that is associated with an existing Customer in my xTuple ERP?

Absolutely. First, you’ll need to know the user's email address and first and last name from the ERP. Then, log in to your xTupleCommerce website and go to People > Add User in the admin bar. From there, enter their email address, create a password for them—they can and are encouraged to change that. Optionally, you can specify that they receive an email notifying them of their user account.

On the add user screen, it is very important to make sure that the "Create xTuple Association" checkbox is selected. This ensures that the information flows between this user and the user in the xTuple ERP database.

Next, start typing their name in the choose an existing contact field. Once you start to type their first name, contact options should begin to appear after a short delay. Select the user from the list of options.

The rest of the fields should auto-populate based on the contact information stored in the ERP. To save, click CREATE NEW CONTACT at the bottom.

Yes, transit sites are required for all transfer orders. Transit sites keep track of your inventory while it is in transit (i.e., in a truck, on a container ship, etc.). Transfer order items are shipped from the shipping site to the transit site and then are received at the receiving site from the transit site. You can configure transfer orders to be automatically received—or you can require a manual receipt transaction.

Items require units for two primary reasons. First, units are needed to fully describe item quantities. For example, it is not enough to say, "We have 25 sodas in stock." You would expect instead to hear, "We have 25 cases of soda in stock." Second, units make it possible for the system to convert items from one unit to another. If you stock items in one unit and sell them in a different unit, then the conversion is only possible if units are assigned in the first place.

Yes, since you might purchase an item from multiple different vendors, it's possible to have multiple item sources for a single item. Use the vendor ranking option to sort your item sources from best to worst. The vendor ranking comes into play when you release planned purchase orders. At the time of release you will be asked to select an item source. The item sources having the highest vendor ranking will appear at the top of the list.

Employee and user are not necessarily the same thing. An employee is a person who works for your company. A user is a person who has an account allowing them to access your xTuple database. There are scenarios where database users would not also be employees. For example, you may give user access to people who are not your employees (e.g., IT consultants). Conversely, there are also scenarios where employees wouldn't need user accounts. For example, you may have employees whose job doesn't require them to use a computer—and so there would be no need for them to have a user account.

Yes, if you don't want or need to use sales orders or shipping, you can create simple invoices and get them out to your customers quickly. Just enter an invoice and fill out your line items. You can even update your inventory when the invoice is posted, if you need to.

Planner codes are required on item sites for reporting purposes—and also to support the advanced planning and forecasting capabilities found in commercial editions of xTuple. For example, with planner codes you can create different reports and schedules for raw materials and finished goods.

Yes, once a work order has been exploded you can add extra materials to it. The explosion process creates the standard set of material requirements, which are based on the current bill of materials for the item. Once those standard material requirements are in place, you can add to (or subtract from) them.

The advanced characteristics options—available only to text type characteristics—are not required. You may use text type characteristics without using the advanced options. The two advanced options are input mask and validator. An input mask creates a template to guide users as they enter values for a characteristic. It is a form of light data validation. For example, if you specify the input mask 00/00/0000, then users will be presented with the following template when they are entering values for the characteristic : "__/__/____". In this case, users will simply have to fill in the blanks between the separators. A validator is used to strictly enforce the format of data users can enter in a field. If you specify a validator for a characteristic, then users will have to conform to the format when entering values for the characteristic. Values which do not conform will not be accepted.

If you are trying to receive a purchase order but it doesn't appear in the list of orders to be received, there's a good chance the purchase order has not been released yet. Purchase orders must be open/released before they can be received. To release a purchase order, change its status from unreleased to open.

Expense categories are used to automate the accounting for non-inventory transactions. The following transaction types use expense categories: non-inventory purchase order line items; miscellaneous vouchers; miscellaneous payables checks; and expense transactions.

If you have item sites using a costing method, you cannot de-select that costing method on the inventory configuration. Removing the costing method from item sites where it is used will release the costing method—and allow you to disable it.

Yes, items can be located in multiple sites. For example, in a manufacturing environment, you might require an item to be located in a factory, a quality shop, and a storage warehouse. Distribution companies locate items in multiple warehouses, allowing them to transfer inventory between sites as the need arises. Keep in mind, though, you must be running a commercial edition of xTuple to have access to multiple sites. You can read more about the different xTuple editions on our comparison page.